Assuming lipman is required, the following 656 results were found.
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What? This is an article to document how to schedule a call with a reminder in Zoho CRM using Zoho Deluge. Why? Because I find a need to document anything that takes longer than 30 minutes to figure out so I don't spend so long the next time I have to...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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What? An article with a quick snippet of code which builds up the address from a Lead record to geocode into latitude and longitude coordinates to feed a third-party API which returns a timezone. Why? Our use-case is that we have a field called...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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What? A very quick article to remind me how to send a text message using Twilio API in Zoho Deluge. Why? The use-case here is that we want local sense dialing where specific numbers are used both for outbound and inbound but local to the customer and we...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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// Generate your access token to connect to Xero and query Xero records // See my article: https://www.joellipman.com/articles/crm/zoho/zoho-deluge-sync-to-xero-api.html // v_TenantID = ""; v_AccessToken = ""; r_Response =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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What? So this is going to be an article with a bunch of pictures showing step-by-step of how I setup a recurring data source in Zoho Analytics via FTP. Why? The use-case here is that I have a client who wants to import data via FTP (SFTP - to be...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *
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What? This is an article documenting how to parse the notification from eBay and using it to create an order in Shopify. Why? Previously, we would receive an eBay notification and create an order record in Zoho Creator. We did the same for when Shopify...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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What? This is a bit of an odd article with not 100% certainty on what the cause/outcome would be for your case but worked for us. This documents the steps taken to edit/modify the header on a sales order inventory template. Why? A client raised an issue...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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What? A very quick article to document a HTML Entity decoder in Zoho Creator. Why? Sometimes when receiving data from a third-party, we may receive some strings containing "&" or " " and obviously want to display these as decoded HTML entities....
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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What? A very quick article on how to deal with an issue where a CRM template has been used and where the table of line items appears on a separate page (and to remind me of the CSS to fix this). Why? By default / out-of-the-box / vanilla, in a Zoho CRM...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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What? A very quick article on a cool snippet of code, another regular expression, I've been trying out to round up a number or at least to remove the trailing zeros. I could have added this to my Zoho Deluge - Some Useful Regular Expressions list but I...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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What? This is an article which is the updated version of my article Zoho Deluge: Push Item to Shopify API for 2022 using the new policy that Shopify have implemented when creating a custom app. Why? My use-case scenario here is that we have a Zoho...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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What? Following on my article of creating a task using Zoho Deluge and scheduling a call using Zoho Deluge, here's an article on creating a Meeting or an Event using Zoho Deluge. Why? Because at time of print, I couldn't find that much information on...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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What? Another article on styling a radio group to become a weekly calendar carousel. In that a radio group displays the days of the week with arrows allowing the user to select the next or previous week. This is a follow on from my other articles on...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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What? A super quick article on how to download an attachment from CRM and upload to a "file upload" field in Creator. Why? My use case here is that we are creating a Creator app that will show the attachments on a CRM contact record (and be clickable)....
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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how to attach a binary image to eBay eBay Developers Program - eBay Trading API v1247 - UploadSiteHostedPictures JoelLipman.Com - Zoho Creator: Public URL of an Image field / Upload to Shopify API JoelLipman.Com - Zoho Creator: Push to eBay Listings
- Type: Article
- Author: Joel Lipman
- Category: Ebay
- Language: *
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What? Well known by most but this serves as a quick reminder to myself and anyone else on how to embed a form or a report into a Zoho Creator page. Why? Cos How? The below is a template snippet for a Zoho Creator page. We set the parameters of the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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What? A quick article on how to upload an image to the product/item listing in Zoho Inventory. Why? We're enhancing the out-of-the-box integration from eBay to Zoho Inventory bespoke for a customer. We want the photo on eBay to be downloaded and...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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What? A quick article on a code snippet to mark a package as shipped and delivered in Zoho Inventory. Why? As usual, any task like this that takes me longer than an hour, I'd like to document for future use. The use-case is the client has their own...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Inventory
- Language: *
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What? This is a quick article to re-enable desktop notifications after having been prompted initially and having clicked on "Not Now". Why? I'm not sure when this prompt is supposed to prompt you again. A client of ours had accidentally clicked on "Not...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Desk
- Language: *
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What? An article on one of my first client scripts for ZohoCRM. This retrieves and populates an email field based on when a contact is selected in a lookup field. Why? I could do a normal automation/workflow on save of the record, but the client wants...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *